Deepjot Sohal (CRD# 7181559) is an Investment Advisor Representative working at Primerica Advisors in Valley Stream, NY and has over 4 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Valley Stream, NY | Oct 2019 - Current | 4 |
Waldorf School Of Brooklyn | Brooklyn, NY | Sep 2019 - Current | 4 |
Primerica Financial Services | Valley Stream, NY | Aug 2014 - Current | 9 |
Unemployed | New Hyde Park, NY | May 2019 - Sep 2019 | < 1 |
George Washington University | Washington D.c., DC | Sep 2015 - May 2019 | 3 |
Unemployed | New Hyde Park, NY | Jun 2015 - Sep 2015 | < 1 |
Waldorf School Of Garden City | Garden City, NY | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2019 |
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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